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W.P. Carey
WPC

Overview Fund Activity

607 hedge funds and large institutions have $7.49B invested in W.P. Carey in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 192 increasing their positions, 233 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
12.48%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
79
Increased
192
Reduced
233
Closed
70
Calls
$33M
Puts
$51.6M
Net Calls
-$18.6M
Net Calls Change
-$22.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$326M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$362M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$127M
4
State Street
4
State Street
Massachusetts
$518M
5
Charles Schwab
5
Charles Schwab
California
$80.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$865M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.68B
3
American Century Companies
3
American Century Companies
Missouri
$8.72M
4
PI
4
PGGM Investments
Netherlands
$84.4M
5
UBS AM
5
UBS AM
Illinois
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
651
AIA Investment Management
Singapore
– -$89K -1,561 Closed
BII
652
Bainco International Investors
Massachusetts
– -$76K -1,343 Closed
KFI
653
Key Financial Inc
Pennsylvania
– -$71K -1,228 Closed
QAM
654
QCI Asset Management
New York
– -$61K -1,071 Closed
AIS
655
Accurate Investment Solutions
Pennsylvania
– -$48K -842 Closed
MCM
656
McMillion Capital Management
North Carolina
– -$38K -667 Closed
CI
657
CX Institutional
Indiana
– -$36K -624 Closed
DWM
658
Darwin Wealth Management
Florida
– -$34K -606 Closed
NICM
659
Neo Ivy Capital Management
New York
– -$34K -592 Closed
LIA
660
LS Investment Advisors
Michigan
– -$33K -575 Closed
PI
661
PEAK6 Investments
Illinois
– -$28K -484 Closed
PI
662
PineBridge Investments
New York
– -$24K -429 Closed
CG
663
Cutler Group
California
– -$23K -416 Closed
EWM
664
EPG Wealth Management
Georgia
– -$22K -391 Closed
BCM
665
Brooktree Capital Management
Michigan
– -$17K -306 Closed
PCM
666
Prelude Capital Management
New York
– -$13K -223 Closed
PFO
667
Pathstone Family Office
New Jersey
– -$11K -187 Closed
VNA
668
Valley National Advisers
Pennsylvania
– -$11K -187 Closed
MWM
669
MBE Wealth Management
Wisconsin
– -$5K -102 Closed
SL
670
Salomon & Ludwin
Virginia
– -$5K -90 Closed
FGAM
671
Financial Gravity Asset Management
Texas
– -$32 -60 Closed
WQ
672
Wealth Quarterback
New Jersey
– -$1.89K -33 Closed
OSAM
673
O'Shaughnessy Asset Management
Connecticut
– -$1K -23 Closed
SQA
674
Simon Quick Advisors
New Jersey
– -$1K -20 Closed
PFBT
675
Parkside Financial Bank & Trust
Missouri
– -$1K -10 Closed
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